Tag: Get Insight into User Activities with the Lightning Usage App

With each new release, Lightning Experience is getting sophisticated and robust. It is now faster, quicker and easier to maintain. If you are still using Salesforce Classic user interface, Summer’18 release will give you hundreds of reasons to switch to Lighting Experience. Some of the key features, that are now available in Lightning, include –Encourage Users to Adopt Lightning Experience, Get Insight into User Activities with the Lightning Usage App, Products: Work with Schedules in Lightning Experience and Boost the Effectiveness of Email Templates with HTML, etc.

Currently, Summer’18release is available under the pre-release program.On the 4th and 5th of May, Sandboxes will be upgraded; as a result, your organization will get the look and feel ofSummer’18 release.

If you have not read the entire 476 pages of Salesforce Summer’18 release notes, check out Summer’18 release quick summary written by me.

Icombed through the release notes and highlightedthe most exciting, interesting, and useful Lightning Experience features. Believe me, it was hard to stop at just ten! To kick things off, here is my take on the coolest Lightning features from Summer’18 release.

1)Make Inline Edits While Using Filter Logic:- Inline editing and filtering logic come together to make your list views more powerful. No setup needed! In Lightning Experience, you can start making inline edits to your list views that use filter logic right away.Read the rest of this entry!

Currently, Summer’18release is available under the pre-release program.On the 4th and 5th of May, Sandboxes will be upgraded; as a result, your organization will get the look and feel ofSummer’18 release. In this release, you will find lots of new features, as well as, new enhancements related to Lightning Experience and Communities.

Keep List Email Under Lock and Key (Beta): – Keep your company compliant with regulations and obligations about personally identifiable information. Use Shield Platform Encryption to secure the names and email addresses used in list emails.

Increase Productivity with Inbox Beta for Outlook (Beta): – Inbox Beta for Outlook brings together the best features of Lightning for Outlook and Salesforce Inbox in one solution. It includes all the features of the free version of Lightning for Outlook, plus features to increase sales productivity while working in email.

Joined Reports Arrive in Lightning Experience (Beta): – Joined reports are perfect for analyzing Salesforce data across multiple report types (like Opportunities with Products joined to Cases with Assets) or getting multiple, simultaneous views of an object (like Closed Won Opportunities alongside Closed Lost Opportunities).

Use Triggers to Track Data Changes on External Objects with the OData 4.0 Adapter (Beta): – No need to build your own business logic with triggers that react to data changes on external standard and custom objects. With the OData 4.0 adapter for Salesforce Connect, you can track changes made to data that’s stored outside your Salesforce Org. You can then set up your org to react to those changes to increase productivity or provide a better experience for your customers.

Keep Your External Data Up to Date with Change Data Capture (Pilot): – Receive near-real-time changes of Salesforce records, and synchronize corresponding records in an external data store. Change Data Capture publishes data change events, which represent changes to Salesforce records. Changes include creating a record, updating a record, deleting a record, and undeleting a record. The Data Change Capture pilot was offered the last release. This release includes some enhancements.

When a process fails at runtime, the user usually presented with cryptic error messages. The messages are now friendlier and include the process name and error ID. If the error occurs when creating or updating a record, the message also includes technical details for the user to give you to help with troubleshooting. For example, if the error occurs because of a validation rule, users get information that they can act on.

Reference – Salesforce release notes

Lightning Experience is supported by Apple® Safari® version 11.x+ on Mac OS X. The most recent stable versions of Microsoft® Edge, Mozilla® Firefox®, and Google Chrome™ are also supported. Salesforce now offering Extended Support for IE11. This extended support is available through December 31, 2020. You ca not access Lightning Experience via a mobile browser.

Salesforce Classic is supported with Microsoft® Internet Explorer® version 9, 10, and 11, Apple® Safari® version 11.x on Mac OS. The most recent stable versions of Microsoft® Edge, Firefox®, and Google Chrome™ are also supported.

Below is the quick summary of Summer’18release from user’s /customer’s

Customers/Users Point of view

1. Get Insight into User Activities with the Lightning Usage App: – Track adoption and usage of Lightning Experience. The Lightning Usage App includes charts for daily and monthly active users, number of users switching to Salesforce Classic, and more. These quantifiable measures help you understand your users’ experience and optimize your resources for training and other support. Read the rest of this entry!